Premium Funds From: fasmx - Fidelity Asset Manager 50% to berix - Berwyn Income


  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , US Treasury Note 2% ,
  • Category: Moderate Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fasmx investment picks
  • Holdings: Schlumberger NV , Qualcomm Inc , Gilead Sciences Inc , Lowe's Companies Inc , PepsiCo Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for elfnx investment picks
  • Holdings: Biogen Idec Inc , UnitedHealth Group Inc , Forest Laboratories Inc , Anadarko Petroleum Corp , Amgen Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for shrax investment picks
  • Holdings: Apple Inc , Exxon Mobil Corporation , Microsoft Corp , Johnson & Johnson , General Electric Co ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for tieix investment picks
  • Holdings: Apple Inc , Google Inc Class A , Gilead Sciences Inc , Google Inc Class C , Facebook Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for fbgrx investment picks
  • Holdings: Nestle SA , Novartis AG , HSBC Holdings PLC , Roche Holding AG , Royal Dutch Shell PLC Class A ,
  • Category: Foreign Large Blend
  • Morningstar Rating: 3 Stars
Sign-up for vfwax investment picks
  • Category: Multisector Bond
  • Morningstar Rating: 5 Stars
Sign-up for pimix investment picks
  • Holdings: Russell 1000 Index Master ,
  • Category: Large Blend
  • Morningstar Rating: 4 Stars
Sign-up for brgax investment picks
  • Holdings: American Century NT Diversified Bd Instl , American Century NT Large Co Val Instl , American Century NT Equity Growth Instl , American Century NT Growth Institutional , American Century NT Intl Gr Instl ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 4 Stars
Sign-up for arbsx investment picks
  • Category: Nontraditional Bond
Sign-up for giocx investment picks
  • Holdings: Vanguard Total Stock Mkt Idx Inv , Vanguard Total Intl Stock Index Inv , Vanguard Total Bond Market II Idx Inv , Vanguard Total Intl Bd Idx Investor ,
  • Category: Target Date 2041-2045
  • Morningstar Rating: 4 Stars
Sign-up for vtivx investment picks
  • Holdings: JPMorgan Chase & Co , Johnson & Johnson , Philip Morris International Inc , Wells Fargo & Co , Pfizer Inc ,
  • Category: Large Value
  • Morningstar Rating: 3 Stars
Sign-up for meikx investment picks
  • Holdings: JPMorgan Chase & Co , Pfizer Inc , Chevron Corp , Cisco Systems Inc , Wal-Mart Stores Inc ,
  • Category: Large Value
  • Morningstar Rating: 1 Stars
Sign-up for laffx investment picks
  • Holdings: Netflix Inc , Gilead Sciences Inc , Thermo Fisher Scientific Inc , Alexion Pharmaceuticals Inc , Galaxy Entertainment Group Ltd ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for rnggx investment picks
  • Holdings: T. Rowe Price New Income , T. Rowe Price Equity Index 500 , T. Rowe Price Growth Stock , T. Rowe Price Value , T. Rowe Price Intl Gr & Inc ,
  • Category: Target Date 2016-2020
  • Morningstar Rating: 5 Stars
Sign-up for trrbx investment picks
  • Holdings: iShares Russell 2000 Value , PolyOne Corp , Esterline Technologies , Cleco Corp , Spectrum Brands Holdings Inc ,
  • Category: Small Blend
  • Morningstar Rating: 4 Stars
Sign-up for gssix investment picks
  • Holdings: Apple Inc , Microsoft Corp , Google Inc Class C , Intel Corp , Google Inc Class A ,
  • Category: Large Growth
  • Morningstar Rating: 5 Stars
Sign-up for fncmx investment picks
  • Holdings: US Treasury Note 0.875% , US Treasury Note 1.625% , Fidelity Cent Invt Portfolios , Fidelity Cent Invt Portfolios , US Treasury Note 2% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 3 Stars
Sign-up for fasix investment picks
  • Category: Nontraditional Bond
  • Morningstar Rating: 4 Stars
Sign-up for bsiix investment picks
  • Holdings: T. Rowe Price Inflation Focused Bond , T. Rowe Price Equity Index 500 , T. Rowe Price New Income , T. Rowe Price Intl Gr & Inc , T. Rowe Price High-Yield ,
  • Category: Retirement Income
  • Morningstar Rating: 5 Stars
Sign-up for trrix investment picks
  • Holdings: Gilead Sciences Inc , Amgen Inc , Netflix Inc , Oracle Corporation , Alexion Pharmaceuticals Inc ,
  • Category: Large Growth
  • Morningstar Rating: 4 Stars
Sign-up for rafex investment picks
  • Holdings: Lehman Brothers Holdings Claim , Spirit Realty Capital Inc , Transocean Ltd , Vodafone Group PLC , Sorenson Communications Inc ,
  • Category: World Stock
  • Morningstar Rating: 4 Stars
Sign-up for mqifx investment picks
  • Holdings: BlackBerry Ltd , Polypore International Inc , Micron Technology Inc , Tribune Media Co , Qiagen NV ,
  • Category: Mid-Cap Growth
  • Morningstar Rating: 5 Stars
Sign-up for poagx investment picks
  • Holdings: Gbp Irs 10yr Receiver (Jpm) 2.432 Jul 30 23 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 4.125 Jun 05 24 , Irs Aud 10y Rec (Clr Brk Citi-Clr Hse Cme) 0.000 Jun 05 24 , Gbp Irs 10yr Receiver (Db) 0.592 Aug 23 22 , Eur Irs 10yr Receiver (Db) 2.469 Sep 14 21 ,
  • Category: Multialternative
  • Morningstar Rating: 5 Stars
Sign-up for dvrix investment picks
  • Holdings: Apple Inc , Google Inc Class C , Comcast Corp Class A , Starbucks Corp , American Tower Corp ,
  • Category: Large Growth
  • Morningstar Rating: 2 Stars
Sign-up for jandx investment picks
  • Holdings: Apple Inc , American Airlines Group Inc , Exxon Mobil Corporation , Microsoft Corp , Samsung Electronics Co Ltd ,
  • Category: Target Date 2046-2050
  • Morningstar Rating: 4 Stars
Sign-up for wqfrx investment picks
  • Holdings: Constant Contact Inc , Patterson Companies Inc , ViewPoint Financial Group Inc , AAR Corp , Patterson-UTI Energy Inc ,
  • Category: Small Blend
  • Morningstar Rating: 2 Stars
Sign-up for wwsix investment picks
  • Category: High Yield Bond
  • Morningstar Rating: 4 Stars
Sign-up for bjbhx investment picks
  • Holdings: iShares MSCI EAFE , US Treasury Note 2.75% , iShares Core MSCI EAFE , iShares MSCI Germany , iShares Core S&P Small-Cap ,
  • Category: Conservative Allocation
Sign-up for ucmcx investment picks
  • Holdings: Navistar Intl Corp New Cv 3% , Nuance Comms Cv 2.75% , Tibco Software Cv 2.25% , Cliffs Natural Resources Inc ADR , Hospira 5.6% ,
  • Category: Conservative Allocation
  • Morningstar Rating: 5 Stars
Sign-up for berix investment picks
Start Premium Trial Register For Free

P F Fund Financial Data (13,000+ funds)
P F Stock Financial Data (7,000+ stocks)
P F Stock and Fund Screeners (basic)
P F Investing Articles and Market Commentary
P F Articles Archive (>30 days)
P F Discuss (dozens of stock, fund, bond, and general bulletin boards)
P F Portfolio Manager (basic)
P F Morningstar Investment Classroom
P F Access Your Portfolio Anytime, Anywhere via Your Mobile Device
P   Morningstar Fund Analyst Reports (full research on 1,700 funds, ETFs, and CEFs)
P   Morningstar Stock Analyst Reports (full research on more than 1,100 stocks)
P   Portfolio Manager (advanced with 10 X-Ray analyses, including recommendations)
P   Portfolio Monitor (monthly and on-demand personalized portfolio statements)
P   Morningstar Proprietary Stock Information (stock star ratings, buy/sell prices, economic moat ratings, and more)
P   Morningstar 5-Star Stock and Fund Favorites & Red Flags eNewsletters
P   Premium Stock and Fund Screeners (advanced with nearly infinite ways to find the best securities for you)
P   Discounts on Morningstar newsletters, books, seminars, and more

Sign-up to Morningstar


Basic Access

Articles and Videos
Morningstar video reports, articles, data, and tools. Dig into our lineup of e-newsletters and investing classroom courses outlining sensible strategies for maximizing your investments.
Morningstar Discuss
Follow the buzz on individual stocks or fund families. Plus, read the latest posts from Morningstar members and analysts.
Portfolio Manager
Track your investments and watch lists with our Portfolio Manager. Customize your view with our comprehensive stock, fund, and ETF data.

Access these features and more when you sign up for Free Membership.
Join Morningstar today. It's Free.

Unlimited Access

Analyst Research
Gather in-depth, actionable insight on over 3,700 stock and mutual funds covered by Morningstar analysts. View our mutual fund Analyst Reports favored by professionals, savvy experienced investors, and new investors researching options for retirement savings, college plans, or other investment needs.
Portfolio X-Ray®
Ensure your portfolio is positioned exactly how you want with Morningstar's X-Ray Interpreter and Stock Intersection tools. A Barron's "Best of the Web" award winner for five years running, X-Ray Interpreter goes under the hood of your portfolio to provide a useful allocation, sector, and geographic analysis. And you can discover how much of a stock you really own, individually and through mutual funds, with Stock Intersection.
Investment Picks
Find new 5-star stocks (greatly undervalued companies) to consider daily. Our 5-star stock rating is a proven winner, consistently beating benchmarks like the S&P 500. Plus, browse our Fund Analyst Picks and Stewardship Grades to find shareholder-friendly mutual funds that are poised for outperformance.
Portfolio Monitor
Get a clear view of your investments with personalized reports about your portfolio. Receive monthly statements and generate reports on-demand to help you stay on track to meet your investment goals.

Access these features and more when you sign up for Premium Membership.
Start your free 14-day trial today online
Your subscription may be tax deductible. Please contact your tax advisor.

Premium Funds From: fasmx - Fidelity Asset Manager 50% to berix - Berwyn Income
Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Investment Style |  Total Assets |  Category |  Top Holdings |  Top Sectors |  Symbol |  Title Star Rating |  Category |  Total Assets |  Top Holdings |  Top Sectors |  Symbol |  Name Title |  Date |  Author |  Collection |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Star Rating |  Market Cap |  Stock Type |  Sector |  Industry Star Rating |  Category |  Total Assets |  Symbol / Ticker |  Name Title |  Date |  Author |  Collection |  Popularity |  Interest Title |  Date |  Company |  Symbol |  Interest |  Popularity Title |  Date |  Company |  Symbol |  Interest |  Popularity Topic |  Sector |  Key Indicators |  User Interest |  Market Cap |  Industry Name |  Ticker |  Popularity |  Our Choices